VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 1,086 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,013,777 | +24.1% | 52,929 | +16.3% | 0.24% | +4.0% |
| Q3 2023 | $2,427,852 | -27.2% | 45,508 | -21.4% | 0.23% | -24.9% |
| Q2 2023 | $3,336,892 | +11.6% | 57,902 | +6.9% | 0.30% | -6.2% |
| Q1 2023 | $2,989,732 | -24.9% | 54,152 | -25.8% | 0.32% | -51.1% |
| Q4 2022 | $3,983,064 | +74.4% | 72,990 | +50.3% | 0.66% | -32.4% |
| Q3 2022 | $2,284,000 | -9.0% | 48,555 | -2.1% | 0.97% | -11.3% |
| Q2 2022 | $2,510,000 | -13.4% | 49,606 | 0.0% | 1.10% | -3.0% |
| Q1 2022 | $2,900,000 | -7.2% | 49,606 | 0.0% | 1.13% | -13.5% |
| Q4 2021 | $3,125,000 | +44.4% | 49,606 | +48.1% | 1.30% | +59.3% |
| Q3 2021 | $2,164,000 | +6.6% | 33,486 | +8.1% | 0.82% | +6.6% |
| Q2 2021 | $2,030,000 | -2.1% | 30,966 | -4.0% | 0.77% | -13.3% |
| Q1 2021 | $2,073,000 | +5.2% | 32,266 | +2.8% | 0.89% | -2.2% |
| Q4 2020 | $1,970,000 | -2.4% | 31,381 | -16.6% | 0.91% | -16.0% |
| Q3 2020 | $2,019,000 | +15.1% | 37,636 | +8.5% | 1.08% | +0.9% |
| Q2 2020 | $1,754,000 | +16.9% | 34,696 | 0.0% | 1.07% | -4.6% |
| Q1 2020 | $1,501,000 | -68.1% | 34,696 | -58.6% | 1.12% | -63.7% |
| Q4 2019 | $4,708,000 | +10.8% | 83,824 | -0.3% | 3.08% | -12.3% |
| Q3 2019 | $4,248,000 | +139.7% | 84,080 | +149.4% | 3.51% | +106.9% |
| Q2 2019 | $1,772,000 | – | 33,717 | – | 1.70% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sageworth Trust Co of South Dakota | 56,137 | $3,687,000 | 24.65% |
| Sageworth Trust Co | 4,584,571 | $301,114,000 | 23.71% |
| Mosaic Advisors LLC | 432,756 | $28,423,000 | 18.53% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 488,452 | $32,082,000 | 17.40% |
| SIGNATUREFD, LLC | 5,800,174 | $380,955,000 | 15.19% |
| Hemington Wealth Management | 513,107 | $33,701,000 | 14.36% |
| UNIVEST FINANCIAL Corp | 709,116 | $46,574,000 | 12.79% |
| PFM Asset Management LLC | 7,990,662 | $524,827,000 | 11.48% |
| Sunflower Bank, N.A. | 1,096,538 | $72,021,000 | 11.07% |
| SENTINEL TRUST CO LBA | 2,190,788 | $143,890,000 | 10.90% |